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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $661,440 | $110,039+501.1% | $97,260+580.1% | $145,884+353.4% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 14.20% | 244.44%-230.2pp | 75.54%-61.3pp | 551.85%-537.6pp |
| Employer contribution / active EE | $5,653 | $3,074+83.9% | $2,721+107.8% | $4,662+21.3% |
| Participant deferral / active EE | $15,500 | $4,674+231.6% | $4,262+263.7% | $6,690+131.7% |
| Admin fee / account holder | $103 | $6,204-98.3% | $5,640-98.2% | $13,392-99.2% |